Location: Woodland Hills, CA
Work Arrangement: In-office
A Day in the Life A typical day as a Client Accounting Services Manager in Woodland Hills, CA might include the following:
- Manages client relationships by monitoring client needs and building value into professional service.
- Serve as a key point of contact on day-to-day accounting matters for the client.
- Actively manages clients' day-to-day accounting needs, functioning as their accounting dept.
- Reviews the recording of bank activity and other accounting transactions for clients.
- Reviews the reconciliations of client bank, credit card, and loan accounts.
- Reviews and assists with month-end balancing and journal entries and provides analyses of GL accounts.
- Communicates month-end results to clients.
- Ensures the timely completion of the month-end process for clients.
- Reviews reports, returns, and other documents as required, including sales tax reports, year-end tax forms, monthly/quarterly/annual financial statements, and other reports required by clients.
- Reviews and ensures distribution of Forms 1099, 1098, 1096 and other related tax forms.
- Provides mentoring and technical training for staff in the Client Accounting Services department.
- Performs client billings for accounting services provided.
- Ensures timely and accurate performance on assigned projects.
- Maintains compliance with project budgets, turnaround times, and deadlines.
- Makes recommendations on how to streamline processes.
- Provides feedback to develop the outsourced accounting practice.
- Identifies opportunities to cross-sell Eide Bailly services to clients.
- Participates in the area of business development.
Who You Are - Bachelor's Degree in Accounting preferred; an equivalent combination of education and experience may be substituted.
- 5+ years of accounting or bookkeeping experience required.
- Valid CPA or CMA license or working towards obtaining one of these licenses preferred.
- Advanced knowledge of general ledger accounting and principles.
- Ability to think innovatively to incorporate technology solutions and streamlined processes.
- Ability to communicate clearly in writing and verbally.
- Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
- Ability to establish and maintain effect working relationships with co-workers and clients.
- Proficient with computers, Microsoft Office (Word and Excel), QuickBooks, and using various software packages.
Must be authorized to work in the United States now or in the future without visa sponsorship.
Compensation (as applicable) $123,000 - $154,000. Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.
BenefitsBeyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.
Next StepsWe'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.
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